RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.27%
18,909
-550
77
$1.5M 0.27%
10,285
-244
78
$1.48M 0.27%
25,310
-235
79
$1.47M 0.26%
21,686
-1,509
80
$1.41M 0.26%
9,602
+675
81
$1.41M 0.25%
6,601
-300
82
$1.4M 0.25%
33,775
-6,594
83
$1.4M 0.25%
4,698
84
$1.34M 0.24%
31,037
+2,317
85
$1.31M 0.24%
45,850
-350
86
$1.29M 0.23%
7,542
+1,206
87
$1.29M 0.23%
5,112
+76
88
$1.21M 0.22%
27,420
-225
89
$1.21M 0.22%
8,724
-505
90
$1.18M 0.21%
41,995
+16,690
91
$1.18M 0.21%
10,270
+1,205
92
$1.15M 0.21%
23,381
-115
93
$1.11M 0.2%
14,406
-50
94
$1.05M 0.19%
31,660
+3,570
95
$1.02M 0.18%
10,260
96
$990K 0.18%
18,968
+5,306
97
$982K 0.18%
+7,685
98
$952K 0.17%
38,357
-13,340
99
$948K 0.17%
4,176
+313
100
$926K 0.17%
9,556
2 3
4
5 6